Microsoft Dynamics 365 CRM + SpotMe

Create SpotMe users from new Microsoft Dynamics 365 CRM leads

Easily manage leads and enhance user engagement with this Microsoft Dynamics 365 CRM and SpotMe integration. When a new lead is added to your Dynamics 365 CRM system, this workflow creates a user in the SpotMe app, ensuring seamless communication and improved user experiences. Streamline your sales process and foster stronger relationships with your potential customers by keeping both platforms up-to-date.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create User
Creates a new user in a SpotMe workspace
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It

Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write

Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- WorkspaceRequired
Trigger
Scheduled
Try It
- WorkspaceRequired
- FeedRequired
- Title
- BodyRequired
- Image URL
Action
Write
- Workspace
- Photo URL
Action
Write
- WorkspaceRequired
- IDRequired
- Title
- Starts at
- Ends at
- Description
- Session capacity
- Open for registration?
- Speakers
- Parent session
- Targets
Action
Write
- WorkspaceRequired
- ID
- Email
Action
Search
- WorkspaceRequired
- User ID
- EmailRequired
- First nameRequired
- Last NameRequired
Action
Search or write

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- WorkspaceRequired
Trigger
Scheduled
Try It
- WorkspaceRequired
- Trigger only for activated users
Trigger
Scheduled
Try It
- WorkspaceRequired
- ID
- TitleRequired
- Starts atRequired
- Ends atRequired
- Description
- Session capacity
- Open for registration?
- Speakers
- Parent session
- Targets
Action
Write
- WorkspaceRequired
- User ID
- EmailRequired
- First nameRequired
- Last NameRequired
Action
Write
- WorkspaceRequired
- IDRequired
- Email
- First name
- Last name
Action
Write
- WorkspaceRequired
- IDRequired
- TitleRequired
- Starts atRequired
- Ends atRequired
- Description
- Session capacity
- Open for registration?
- Speakers
- Parent session
- Targets
Action
Search or write

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

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About SpotMe

From live to on-demand, SpotMe makes it easy to deliver digital experiences and event apps that your audience loves.

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By team

Microsoft Dynamics 365 CRM + SpotMe

Create SpotMe users from new Microsoft Dynamics 365 CRM leads

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign Response

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

New Session

WorkspaceRequired

Create Feed Post

WorkspaceRequired

FeedRequired

Title

BodyRequired

Image URL

Create Speaker

Workspace

Photo URL

Update Session

WorkspaceRequired

IDRequired

Title

Starts at

Ends at

Description

Session capacity

Open for registration?

Speakers

Parent session

Targets

Find User

WorkspaceRequired

ID

Email

Find or Create User

WorkspaceRequired

User ID

EmailRequired

First nameRequired

Last NameRequired

New Contact

New Custom Entity

Custom EntityRequired

Case/Incident Updated

Lead Updated

Opportunity Updated

Create Account